AI Essentials with Microsoft 365 Copilot

Use Microsoft 365 Copilot to work more efficiently across documents, emails, meetings and data.

This course helps non-technical professionals apply Copilot inside familiar Microsoft 365 tools, with a focus on useful prompts, careful review, privacy awareness and responsible workplace use

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What to expect

Microsoft 365 Copilot brings AI assistance into familiar workplace tools such as Word, Excel, PowerPoint, Outlook and Teams. It can help you draft, summarise, analyse, prepare and organise work in the flow of your existing Microsoft 365 environment.

During this course, you will learn how Copilot works across Microsoft 365, where it can support productivity and where outputs need review.

You will practise writing prompts, improving responses, using Copilot across common workplace tasks and applying responsible AI practices when working with organisational information.

You will also consider how to use Copilot while maintaining judgement, privacy awareness and accountability.

Is this course for you

This course is ideal for professionals, managers and team members who use Microsoft 365. It suits people without a technical background.

This course is suited to individuals who:

want to build practical confidence with Copilot at work
want to apply Copilot to everyday tasks across documents, emails, meetings, presentations and spreadsheets

What you will explore

During this course, you will develop practical skills for using Copilot effectively and responsibly across Microsoft 365. The course focuses on prompt writing, output review, privacy considerations and responsible AI use, helping participants apply Copilot to documents, emails, meetings, presentations and data tasks with confidence.

By the end of this training course, you should be able to:

Understand how Copilot supports work across Microsoft 365 apps
Write clearer prompts for documents, emails, meetings, presentations and data tasks
Use Copilot to draft, summarise, organise and refine workplace information
Review Copilot outputs for accuracy, context and appropriate use
Recognise privacy, confidentiality and access considerations when using workplace information
Apply responsible AI practices when using Copilot in Microsoft 365

Where this course can take you

During this training course, you will explore:

How Microsoft 365 Copilot works in familiar workplace tools
Using Copilot in Word, Excel, PowerPoint, Outlook and Teams
Prompting techniques for drafting, summarising, planning and analysis
Using Copilot to support meetings, emails, documents and presentations
Reviewing outputs and recognising when human judgement is required
Working responsibly with organisational information and access settings
Practical ways to embed Copilot into everyday workflows while managing risk

What to bring

This is a hands-on course, so there are a few things you will need to bring along:

A laptop with access to Microsoft 365 Copilot (Premium)
Access to your Microsoft 365 work account and applications used in your organisation, such as Outlook, Word, PowerPoint, Excel and Teams
Two examples of work-related content that you would like to improve with M365 Copilot during the session. For example, an email, document, presentation, meeting notes, report or project plan.

Bringing your own device and work content allows you to apply the learning directly to your role and leave with practical outputs you can use straight away.

To get the most value from the course, participants should attend with access to Microsoft 365 Copilot (Premium) and the Microsoft 365 applications used in their organisation, such as Outlook, Word, PowerPoint, Excel and Teams.

If you have Microsoft Copilot Chat (Basic), you will not be able to fully participate in all course activities.

If you intend to use organisational content during activities, please ensure you comply with your organisation's information security and data-handling requirements.

A note on access and functionality: The hands-on activities are designed around the features available in Microsoft 365 Copilot (Premium). Depending on your organisation's Microsoft 365 licensing, security settings and administrator policies, some M365 Copilot features may not be available or may behave differently. For example, some organisations restrict access to certain Copilot experiences, connected apps, file locations or AI features. If you are unsure what access you have, we recommend checking with your IT team before attending.

Please note: AIMWA is not responsible for access limitations arising from organisational licensing, security settings or IT policies.